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easy save

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the nice and easy way to save for a tax free lump sum

Did you know you can get a further tax break on top of your ISA?

Our tax exempt savings plan, easy save, allows you to save up to £25 a month or £270 a year to build up a tax free lump sum.

a little today could grow into a useful lump sum in the future  

  • special government tax exempt savings allowance available only from friendly societies

  • easy to start saving – save between £15-25 a month for 10-25 years

  • £20 worth of Marks & Spencer vouchers plus an extra £10 when you start a plan online.  terms and conditions apply. 

  • life cover included

  • we guarantee to pay you back at least what you have paid in as explained below.

Tax Exempt Savings
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build a tax free cash lump sum

There are a few important things to bear in mind about the guarantee. You’ll get a guaranteed minimum tax free lump sum as long as you’ve paid all the premiums due, the plan has reached the end of the premium payment term and you cash your plan within 28 days after the end of the payment term.

It’s also important to be aware that if you close your plan outside of the guarantee period, you could get back less than you paid in, and if you cash in before you pay 1 year’s premiums you won’t get anything at all. Remember, the tax treatment of the plan could change in the future.

Like to know more?

Easy save in detail

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